AUMdb

Dolphin Bay Hotel & Residence 401 K Profit Sharing Plan

Sponsored by Dolphin Bay Hotel Residence · EIN 203235264 · Plan #001

Total assets
$1.2M
Net assets
$1.2M
Active participants
112
With balances
151

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,438
Adp Broker Dealer Other services, Other fees, Distribution (12b-1) fees $0
Morriss And Garritano Other services, Other fees $0